Comprehensive analysis of Tata Retirement Savings Fund - Moderate-Dir (G) (17417) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Asset Management Ltd
To Provide a financial tool for long term financial security for investors based on their retirement planning goals.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Historical performance consistency
Market exposure level
Fund management costs
Assets under management
Risk-adjusted returns
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 6.17% |
| GSEC2034 | Govt. Securities | 5.96% |
| GSEC2034 | Govt. Securities | 5.76% |
| HDFC Bank Ltd | Banks | 5.70% |
| Net CA & Others | Debt Others | 5.57% |
| Solar Industries India Ltd | Aerospace & Defence | 4.04% |
| Reliance Industries Ltd | Refineries | 3.82% |
| BSE Ltd | Financial Services | 3.69% |
| Reliance Industries Ltd | Refineries | 3.67% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.45% |
Compare against Retirement Fund category average
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Pension Plan - Direct (G) | ₹241.01 | 3.97% | 8.00% | 13.89% |
| Franklin India Pension Plan - (G) | ₹220.00 | 3.57% | 7.17% | 13.02% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹81.58 | 1.93% | 7.34% | 22.94% |
| Tata Retirement Savings Fund - Progressive (G) | ₹67.23 | 1.18% | 5.78% | 21.13% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.77 | 2.08% | 7.07% | 19.22% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.04 | 4.40% | 6.01% | 25.27% |
| UTI-Retirement Fund - Direct | ₹54.03 | 4.60% | 8.71% | 15.22% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.27 | 3.90% | 4.92% | 23.87% |
| UTI-Retirement Fund - Regular | ₹50.08 | 4.27% | 8.02% | 14.48% |
| HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | ₹44.38 | 4.84% | 6.95% | 19.91% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.